Publications

2026 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2026 Wealth Planning Facts & Figures

Periodic Table of Asset Class Returns

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Periodic Table of Asset Class Returns

Canadian Snowbirds and U.S. Income Tax

Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Canadian Snowbirds and U.S. Income Tax

Weekly Strategy Perspectives: Level-setting the ABCs of 2026

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

Read more

Weekly Strategy Perspectives: Surprise, Surprise

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

Read more

Top 5 wealth lessons learned in 2025

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

Read more

Weekly Strategy Perspectives: Fearless Forecasts

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

Read more

Economic Outlook: Insights Into 2026

Despite trade uncertainty due to U.S. tariffs on Canadian imports, the Canadian economy has held up better than we would have expected.......

Read more

Weekly Strategy Perspectives: Holiday Shoppers - Hopeful Harbinger or Hopelessly Over Their Skis?

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...

Read more

Weekly Strategy Perspectives: The Fed’s Duel(ing) Mandate

The Through Line: The Fed’s next interest rate decision has been hotly debated among finance types for weeks. Unlike other central banks whose only objective is controlling inflation, the U.S. Federal Reserve......

Read more

Weekly Strategy Perspectives: Anx-AI-ety

The Through Line: AI’s leap into public consciousness is barely three years old, yet it can be hard to recall a time when its progress or impact didn’t enter the conversation......

Read more

Weekly Strategy Perspectives: Through the Looking Glass

The Through Line: Market volatility reasserted itself in a big way recently amid a long list of noisy headlines......

Read more